-74.2%
OPEN vs MDY
+124.3%
-198.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -2.1% |
| 7D | -11.4% | -1.9% | -9.6% | -7.6% |
| 30D | -20.1% | -4.6% | -15.4% | -10.9% |
| 3M | -37.6% | -1.2% | -36.4% | -35.1% |
| 6M | -47.1% | +9.2% | -56.3% | -56.1% |
| YTD | -52.1% | +13.1% | -65.2% | -63.1% |
| 1Y | -73.5% | +13.0% | -86.5% | -79.3% |
| 3Y | -24.4% | +49.2% | -73.6% | -63.7% |
| 5Y | -85.1% | +47.2% | -132.4% | -91.4% |
| All | -74.2% | +124.3% | -198.5% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling